MARQUEE INVESTMENT MANAGERS | SEBI Reg. No. INA00017347
Invest Before the Crowd Does. Capture the Real Alpha.
India's IPO Pipeline: The Tailwind Behind Unlisted Shares
India has consistently ranked among the top 3 countries globally in terms of IPO volume. With SEBI actively streamlining the listing process, dozens of companies across sectors—from fintech and defence to pharma and clean energy—are in the IPO pipeline. Investing in these names in the unlisted phase means you capture the full value creation journey, not just the final chapter.
OUR UNLISTED SHARES ADVISORY SERVICE
At Marquee Investment Managers, we have built a rigorous, research-first framework for identifying, evaluating, and advising on unlisted share opportunities. Our approach is not speculative—it is the same disciplined, fundamental-first methodology we apply to our Equity Portfolio Advisory, now extended into the private markets.
Here is what our Unlisted Shares Advisory covers:
1. Curated Deal Flow
We do not chase every unlisted opportunity in the market. Through our network of promoters, ESOP holders, trusted intermediaries, and market contacts, we identify a small, high-conviction list of opportunities each quarter. You only see what meets our investment bar—not what is easy to source.
2. Deep Fundamental Research
Every unlisted company we advise on goes through our proprietary MUSTHAVE framework — the same framework we apply to listed equities. We evaluate Market Direction, Underlying Cash Flows, Scalability, Terminal Growth Rate, High Growth Potential, Capital Allocation, Valuation, and Earnings Predictability. No shortcuts. No storytelling without numbers.
3. Valuation & Entry Price Advisory
The biggest risk in unlisted shares is overpaying. Our team conducts independent valuation using DCF, peer comparables, and sector benchmarks to determine a fair entry price. We only recommend when the risk-reward tilts sharply in your favour.
4. IPO & Exit Strategy Guidance
Buying is only half the equation. We advise you on when to hold, when to exit in the secondary unlisted market, and how to approach IPO allotment — helping you optimize returns while staying aligned with your overall wealth creation plan.
5. Ongoing Portfolio Monitoring & Updates
Once you invest, we stay with you. You receive regular updates on business developments, DRHP filings, industry news, and our view on the stock — so you always know what is happening with your money and why.
6. Dedicated Wealth Manager
You will be assigned a dedicated Marquee relationship manager who will hand-hold you through every step — from understanding the opportunity to completing the transaction to tracking your investment.
WHO SHOULD INVEST IN UNLISTED SHARES?
Unlisted share investing is not for everyone — and we are transparent about that. It requires patience, conviction, and an understanding that liquidity is not immediate. But for the right investor, it can be one of the most rewarding asset classes available.
Unlisted shares are ideally suited for:
- looking to diversify their portfolio beyond listed equities and create a dedicated pre-IPO allocation. HNIs and UHNIs
- with a 2–5 year horizon who are comfortable holding an illiquid asset in exchange for higher return potential. Long-term investors
- who already have a strong listed portfolio and want to build an edge by accessing opportunities before they go public. Equity investors
- who understand sectors well — fintech, pharma, defence, clean energy, consumer — and want to take a well-informed pre-IPO position. Business-minded professionals
- seeking alpha over FD returns and traditional listed market exposure. NRIs investing in India
Minimum investment for unlisted shares advisory: typically ₹2 Lakhs to ₹5 Lakhs per opportunity, depending on the company and lot size. Contact us for a personalised consultation.
"The function of economic forecasting is to make astrology look respectable. At Marquee, we don't predict — we research, evaluate, and advise." — Marquee Investment Managers
READY TO INVEST BEFORE THE CROWD?
The best investment opportunities rarely wait. If you have been watching India's most exciting companies from the outside, it is time to step in — before they list, before the headlines, before the retail rush.
"For more information and queries, please reach out to us at info@marqueeinvestment.in and book a personalized consultation today!"
Marquee Investment Managers is a SEBI-Registered Investment Advisory firm which focuses on medium and long term wealth creation.
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